Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 66,635 shares of VYM stock, worth $8.62 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
66,635
Previous 65,620
1.55%
Holding current value
$8.62 Million
Previous $7.78 Billion
11.45%
% of portfolio
1.09%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.96 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.47 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$698 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$650 Million0.21% of portfolio